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Invesco Zacks Multi-Asset Income ETF

39 hedge funds and large institutions have $17.4M invested in Invesco Zacks Multi-Asset Income ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HSA
1
HBK Sorce Advisory
Pennsylvania
$2.77M 110,284 +2,850 +3%
Morgan Stanley
2
Morgan Stanley
New York
$2.33M 92,941 -823 -0.9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.3M 91,558 +64 +0.1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.72M 68,643 +13,721 +25%
MWM
5
MGB Wealth Management
Texas
$1.5M 58,538 -770 -1%
LPL Financial
6
LPL Financial
California
$1.36M 54,097 +7,245 +15%
Wells Fargo
7
Wells Fargo
California
$826K 32,941 -6,880 -17%
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$560K 22,340
SFA
9
Sequoia Financial Advisors
Ohio
$501K 19,975
Osaic Holdings
10
Osaic Holdings
Arizona
$472K 18,819 -9,664 -34%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$416K 16,577 +509 +3%
Comerica Bank
12
Comerica Bank
Texas
$393K 15,686 -81 -0.5%
Bank of America
13
Bank of America
North Carolina
$378K 15,088 -14,642 -49%
AWS
14
Atria Wealth Solutions
New York
$370K 14,739 +105 +0.7%
RJA
15
Raymond James & Associates
Florida
$344K 13,724 -611 -4%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$283K 11,272 +11,272 New
HFA
17
High Falls Advisors
New York
$278K 11,083
UBS Group
18
UBS Group
Switzerland
$123K 4,910 -19 -0.4%
CP
19
Castleview Partners
Texas
$78.4K 3,127 +40 +1%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$47.9K 1,908 +1,114 +140%
Deutsche Bank
21
Deutsche Bank
Germany
$40.8K 1,625
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$34K 1,372 +1,372 New
HI
23
Harbour Investments
Wisconsin
$28.4K 1,132
EWA
24
EverSource Wealth Advisors
Alabama
$27.4K 1,040
PTC
25
Private Trust Company
Ohio
$25.1K 1,000